+6,481.8%
BBY vs FDS
+9,502.8%
-3,021.0%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -3.5% | +6.7% | +4.5% |
| 7D | +9.5% | -1.9% | +11.4% | +10.1% |
| 30D | +6.8% | +9.0% | -2.2% | +3.2% |
| 3M | +28.9% | +18.9% | +10.0% | +19.1% |
| 6M | +37.8% | +35.1% | +2.7% | +19.8% |
| YTD | +38.7% | +5.5% | +33.2% | +31.2% |
| 1Y | +23.7% | -16.8% | +40.5% | +27.1% |
| 3Y | +39.1% | -28.1% | +67.2% | +49.6% |
| 5Y | -0.4% | -17.4% | +17.0% | +0.6% |
| 10Y | +234.0% | +85.4% | +148.6% | +145.1% |
| All | +6,481.8% | +9,502.8% | -3,021.0% | +1,288.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FDS.
Daily Out/Under-Performance
Portfolio return minus FDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded FDS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling